Filed April 5, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,546 | $148,978-80.8% | $200,582-85.8% | $84,808-66.3% |
| Participation rate | 76.6% | 84.2%-7.6pp | 86.9%-10.3pp | 68.3%+8.3pp |
| Annual return | 10.64% | 28.16%-17.5pp | 42.33%-31.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,929 | $4,815-39.2% | $6,419-54.4% | $2,631+11.3% |
| Participant deferral / active EE | $2,335 | $7,142-67.3% | $9,331-75.0% | $4,212-44.5% |
| Admin fee / account holder | $2,588 | $13,977-81.5% | $16,305-84.1% | $7,344-64.8% |